Top 10 advisors in Santa Barbara
We’ve curated a list of the best financial advisors in Santa Barbara, take a look at it below
Find an advisor in Santa Barbara| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $10,340,969,284 | 244 advisors | ||
| 2 | $4,154,814,497 | 87 advisors | ||
| 3 | $1,423,556,898 | 9 advisors | ||
| 4 | $395,349,149 | 3 advisors | ||
| 5 | $392,771,527 | 14 advisors | ||
| 6 | $390,330,959 | 6 advisors | ||
| 7 | $324,430,916 | 10 advisors | ||
| 8 | $308,121,727 | 5 advisors | ||
| 9 | $234,503,128 | 12 advisors | ||
| 10 | $195,641,825 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Santa Barbara, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Santa Barbara. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pensionmark Financial Group, LLC
Assets under management
$10,340,969,284
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
2. Mission Wealth Management, Lp
Assets under management
$4,154,814,497
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Family Wealth Management
3. El Capitan Advisors
Assets under management
$1,423,556,898
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Curtis Advisory Group, LLC
Assets under management
$395,349,149
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Independent Performance Reporting And Investment Oversight
5. Channel Wealth, LLC
Assets under management
$392,771,527
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL PLANNING AND CONSULTING
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consulting
6. Ariadne Wealth Management, Lp
Assets under management
$390,330,959
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Avalan, LLC
Assets under management
$324,430,916
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. Monarch Wealth Strategies
Assets under management
$308,121,727
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. Painted Porch Advisors LLC
Assets under management
$234,503,128
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Nexxus Holdings Advisors LLC
Assets under management
$195,641,825
Fee structure
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.